Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings by Sector
Wealth Advisors Of Tampa Bay, LLC
- $208 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
AVGO ADI MCHP MU 4 stocks |
$21,243
10.19% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA TU VZ T BCE 5 stocks |
$16,643
7.98% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE CRWD 3 stocks |
$13,220
6.34% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10,354
4.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SLYV XLB MXI XLRE IVV IGV IWM AGG 8 stocks |
$9,186
4.41% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM UBER NOW 3 stocks |
$8,180
3.92% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX GD LMT 3 stocks |
$7,694
3.69% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK NVG NAD DPG ETB 5 stocks |
$7,558
3.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE BMY AMGN 3 stocks |
$7,464
3.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$7,349
3.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$7,276
3.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,844
3.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$6,070
2.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
TTE XOM 2 stocks |
$5,868
2.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$5,236
2.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ETR NEE 2 stocks |
$5,158
2.47% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT DXCM 2 stocks |
$4,817
2.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$4,800
2.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$4,445
2.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC CAG 2 stocks |
$4,335
2.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$4,300
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$4,201
2.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$4,053
1.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$3,831
1.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC TFC VLY 3 stocks |
$3,658
1.75% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
$3,650
1.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$2,884
1.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS CI 2 stocks |
$2,790
1.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF PYPL 2 stocks |
$2,188
1.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$1,887
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$1,786
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,515
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB MPLX 2 stocks |
$1,362
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$1,166
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,084
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$1,059
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$966
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$895
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$370
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$361
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$283
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SPH 1 stocks |
$255
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
GIPR 1 stocks |
$204
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|